Cin7 PODProof of Delivery for Cin7 Core
FAQ

Questions and answers.

How Cin7 POD works with Cin7 Core, your drivers and your customers. Can't find your question? Email support@software4business.com.au.

Looking for pricing? See the pricing questions.

Getting started

What is Cin7 POD?
A proof of delivery app for businesses that run on Cin7 Core. Drivers capture signatures, photos and GPS on their phone, the office plans runs and handles exceptions, and the proof, credit notes and (on Enterprise) invoices go straight back onto the Cin7 sale.
Does it work with DEAR Inventory?
Yes. Cin7 Core is the new name for DEAR Inventory (DEAR Systems). If you log in to Cin7 Core today, Cin7 POD works with your account.
Does it work with Cin7 Omni?
No. Cin7 POD is built on the Cin7 Core API. If you're on Cin7 Omni and thinking about moving to Core, we can help with that too.
What do I need to get started?
  • A Cin7 Core account with API access (your API Account ID and Application Key)
  • A phone for each driver: iPhone or Android
  • Optional: a Google Maps key for route optimisation, and a Twilio account for SMS
How long does set-up take?
Connecting Cin7 takes a few minutes. Paste your Cin7 API details, choose when orders should appear (after picking, packing or shipping) and your deliveries start syncing. You can run your first live delivery the same day. If you'd like a hand, book a demo and we'll set it up with you.
Is there a free trial?
Yes, 14 days on every plan, with no credit card. Start at app.cin7pod.tools/register.

Cin7 Core integration

When do orders appear in Cin7 POD?
When the Cin7 sale reaches the stage you choose: after picking, after packing (the default) or after shipping. The app checks Cin7 every five minutes, and you can press Sync Now at any time. A sale with several fulfilments becomes one delivery per fulfilment.
What does Cin7 POD write back to Cin7?
Always, as attachments on the sale. They don't change the order, stock, invoice or your accounts.
  • The signature and photos, as the driver captures them (you can stop the separate photo copies; every photo is in the PDF anyway)
  • The POD PDF, when the delivery is completed or marked not delivered
When someone changes them in Cin7 POD:
  • The carrier and Ship-By date
Only when you switch it on:
  • Fulfilment after delivery (pick, pack and ship), which moves stock
  • Credit notes in Warehouse mode, created in Cin7 with the stock restocked. In Office mode, the default, nothing is created in Cin7
  • The delivery outcome, in an additional attribute you choose
  • On Enterprise, the authorised invoice and the copy that was emailed
With Pickups (included on Enterprise, an add-on on Standard), the Proof of Pickup PDF goes on the purchase order, and a comment with a link on the PO or transfer.
Will it mess with my Cin7 data?
Without switching anything on, Cin7 POD only attaches the proof to your sales and saves carrier or Ship-By changes your team makes in the app. Everything else is off until you switch it on. Each change is made one order at a time, and if Cin7 refuses it, Cin7's own message is shown on the order so you can fix it.
Can I bring in only some orders?
Yes. Bring in every order, or only chosen customers, only chosen carriers, or both. Orders with no carrier still come in unless you untick that, so a delivery is never silently missed.
What about orders shipped in parts or by several couriers?
Split orders handle that. The app reads Cin7's pick and ship lines and creates one delivery per part, then updates Cin7 once the last part is done. Included on Enterprise, and an add-on for Growth and Standard.
How are credit notes handled?
When a delivery is short or damaged, the app works out the missing quantities and creates the credit note. In Office mode it waits for someone to check it. In Warehouse mode (Standard and up) it goes straight to Cin7 with the stock restocked. A credit note waits until the Cin7 invoice is authorised, because Cin7 can only credit an authorised invoice.
Can drivers collect purchase orders and stock transfers on a run?
Yes, with Pickups. Add a Cin7 purchase order or stock transfer by its number and put it on a run. The app adds the pickup stop and the drop. The driver checks off what's collected, records anything short with a reason, and captures a signature and photos at the hand-over. The Proof of Pickup PDF goes on the purchase order, and a comment with a link goes on the PO or transfer. Nothing is received or completed in Cin7 for you. Included on Enterprise, or US$89 a month on Standard.

Trialling safely on your live Cin7 account

Is there a demo or sandbox I can test in?
Your free trial is your own Cin7 POD workspace. It connects to your own Cin7 Core account (we don't supply a separate one), and you decide what Cin7 POD may change in it. Test runs and deliveries live in Cin7 POD and can be cleared before you go live. The proof captured on a test delivery is also attached to that sale in Cin7, so test on test orders (see below).
Can I connect to my live Cin7 Core account in read-only mode?
Cin7 POD controls this in its own settings: Cin7 treats an API key like a login, so the app decides what it writes. Out of the box it reads your sales orders and attaches the proof to them: the signature and photos as the driver captures them, and the POD PDF when the delivery is completed. Attachments don't change the order, stock, invoice or your accounts. Everything that does change data in Cin7 stays off until you switch it on. See what Cin7 POD writes back to Cin7.
Can I test with just a few orders?
Yes. Cin7 POD can bring in only chosen customers or carriers. A simple approach is to create a test customer in Cin7, include only that customer, and untick Include brand-new customers automatically so new customers don't come in by themselves. An order sitting in Cin7 POD changes nothing in Cin7 and sends nothing to anyone. Cin7 POD writes to Cin7 when proof is captured or a delivery is completed, and customers are only messaged if you switch notifications on, and then from the moment the driver starts the run.
Will testing affect my stock?
No, as long as fulfilment after delivery (pick, pack and ship) stays off and credit notes stay in Office mode. Both are the defaults. Warehouse mode puts returned stock back in Cin7.
Can I turn off customer notifications, automatic invoicing and credit notes while testing?
They start off:
  • Customer notifications stay off until you set them to send automatically and choose the messages. SMS also needs your own Twilio account.
  • Invoice on delivery (Enterprise) stays off until you switch it on.
  • Credit notes start in Office mode, so nothing is created in Cin7 until your office does it. You can also switch them off altogether.
Tip: give your test customer your own email address and mobile number, so any message that does go out comes to you.
Our Cin7 is connected to Xero or another accounting system. Is there anything to watch?
Yes. Invoices and credit notes that Cin7 POD creates or authorises in Cin7 flow through to your accounting system, just as if your team had done it in Cin7. Keep invoice on delivery off and credit notes in Office mode until you're ready, then try them on a low-value test order you can void afterwards.
We only have one live Cin7 account. How do you recommend testing?
Most of our customers have just one. This works well:
  1. In Cin7, create a test customer with your own email address and mobile number.
  2. Connect Cin7 POD, then straight away set it to bring in that customer only, and untick Include brand-new customers automatically. Orders that came in before that aren't written to Cin7, and you can clear them later.
  3. Check that notifications, invoice on delivery, credit notes and fulfilment after delivery are set the way you want. They start off, with credit notes in Office mode.
  4. Create a few test sales, put them on a run, complete them in the driver app, and check that the proof appears on the sale in Cin7.
  5. Switch on one feature at a time, and try it on a test order before using it on real orders.
  6. When you're happy, open the filter to your real orders and clear the test deliveries.
Can I remove test data before going live?
Yes. Clear All Jobs & Re-Sync in Settings removes all runs, deliveries and credit notes from Cin7 POD, and keeps vehicle inspections for your records. We can also do it for you. The next sync then brings your orders in again from Cin7, so set the filter to your real orders first, or your test orders come straight back. Anything already written to Cin7, such as the proof on a test sale, stays in Cin7. That's another reason to test on test orders.
Can we roll out in stages?
Yes. As well as switching features on one at a time, you can start with deliveries and add customer or courier collections later. Each collection type has its own proof rules, for example a name and signature for customer collections and a photo for courier collections. Standard includes one extra delivery type and Enterprise three.
Can you help us set it up?
Yes. Our implementation and onboarding service goes through every setting with you and sets Cin7 POD up for how your business works. It includes an hour of hands-on training, and we run real transactions with you so you can see them flow back into Cin7. To book, email support@software4business.com.au.

Drivers and devices

Which phones does it work on?
Any modern iPhone or Android phone or tablet. Drivers open app.cin7pod.tools, log in and add it to the home screen. No app store needed. See how to install it.
Can drivers see the comments on the Cin7 sales order lines?
Yes. Comments typed on the Cin7 sales order lines show under the product for the driver, and print on the run sheet and the picking slip. You can also show them on the POD PDF. That's off to start with, because some teams keep internal notes there.
Does it work without mobile signal?
Not yet. Drivers need a data connection to complete a delivery. Offline capture is on our roadmap.
Can drivers use Sygic Truck instead of Google Maps?
Yes, on Android with the Enterprise plan. The driver sends the whole run to Sygic GPS Truck & Caravan from the app, so it plans truck-safe roads with their vehicle profile.
Can customers collect from our counter or yard?
Yes. Collections get their own list, proof rules and "Proof of Collection" PDF, separate from deliveries. Standard includes one extra delivery type and Enterprise three.
Can drivers do vehicle checks?
Yes. A pre-trip checklist is on every plan, and post-trip is on Enterprise. Drivers can also record kilometres, run time and vehicle photos.

Your customers

What does my customer receive?
Depending on your settings: an "out for delivery" message when the driver starts the run, and a "delivered" or "not delivered" message afterwards. Each includes a link to a secure page with the signature, photos and a PDF of the proof. Email is on Growth and up, and SMS on Enterprise.
Who do the emails come from?
We send them for you from notifications@cin7pod.tools, with your business name as the sender. When a customer replies, it goes to your own email address. There's no mail server to set up.

Data and security

Where is my data stored?
On our cloud servers in Singapore. Each company's data is kept separate, and photos and PDFs are only served through signed links that expire.
Can I keep photos and PODs in my own storage?
Yes. Cin7 POD can copy PODs, signatures and photos to your own Google Drive, SFTP or FTP server. You can also send individual photos to Cin7.
Who owns the data?
You do. If you leave, your data is kept for 30 days and then deleted.
Can we use our own web address?
Yes. The app can run on your own address, such as pod.yourcompany.com, so drivers and customers see your name.

Support

How do I get help?
Email support@software4business.com.au during Australian business hours. The app also has a built-in Help & FAQ section.
Can you help with Cin7 Core itself?
Yes. Software4Business implements and supports Cin7 Core for wholesalers, distributors and manufacturers. Ask us about set-up, training or fixing a messy configuration.

See it with your own Cin7 orders.

Start a 14-day free trial and connect your Cin7 Core account in a few minutes, or request a 30-minute walkthrough and we'll set it up with you.